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Client Receipts

Client Receipts

Owned by Dakota Martin
Last updated: Dec 12, 2023 by Robert Butler

Client receipts/deposits are used to receive funds to a non-trust bank or credit card account.

 

They can be used to:

  • Pay invoices

  • Receive funds into general retainer

  • Receive unallocated funds

 

Client Receipts in Actionstep Help Center

 

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